Common Financial Wisdom: Theory vs. Practice
“Good, in theory…” Financial guidelines can be difficult to put into practice. We offer some insight on how to do so in this week’s Financial Tip.
“Good, in theory…” Financial guidelines can be difficult to put into practice. We offer some insight on how to do so in this week’s Financial Tip.
Do you want to lease or buy a vehicle? We compare eight key points to consider in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the how and why of your investments with your expenses 10 years prior. Read the Article
Our experts discuss a case study about matching investments with known expenses 10 years prior to your need, and how to structure a fixed-income portfolio.
Financially speaking, you and your grandchildren have more in common than you think. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article
Our experts discuss a case study about incorporating the risk of longevity into your comprehensive financial plan.
Want to save a million dollars for retirement? It’s possible with time. Learn how in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights some considerations when going back to school as an adult. Read the Article
Your children have their own careers, homes & lives. How does your financial plan need to change? We explain in today’s Marietta Daily Journal